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Wedmont Private Capital 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wedmont Private Capital
报告期 2026-03-31 · CIK 0001904274
持仓数
838
前50大市值合计
$2.20B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 33
增持 88
减持 15
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$19.4M
2,143,925
+19%
增持
VTI
VANGUARD INDEX FDS
+$10.9M
168,434
+28%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$10.4M
1,295,759
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+19%
增持
AAPL
APPLE INC
+$8.9M
149,078
+23%
增持
VOO
VANGUARD INDEX FDS
+$7.0M
101,095
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$6.8M
426,601
+48%
增持
MSFT
MICROSOFT CORP
+$5.8M
57,102
+18%
增持
WFC
WELLS FARGO CO NEW
+$4.8M
125,570
+585%
增持
NVDA
NVIDIA CORPORATION
+$4.6M
22,423
+11%
增持
AMZN
AMAZON COM INC
+$3.9M
77,663
+21%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$3.8M
418,446
+16%
增持
META
META PLATFORMS INC
+$3.4M
23,672
+30%
增持
VB
VANGUARD INDEX FDS
+$3.4M
40,731
+56%
增持
GOVT
ISHARES TR
+$3.2M
1,275,275
+15%
增持
TSLA
TESLA INC
+$3.1M
23,575
+22%
增持
VTV
VANGUARD INDEX FDS
+$2.4M
24,475
+214%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$2.3M
108,799
+18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
19,707
+27%
增持
IEFA
ISHARES TR
+$1.8M
343,807
+5%
增持
IEMG
ISHARES INC
+$1.7M
351,868
+6%
建仓
NYF
ISHARES TR
+$1.7M
31,614
增持
XLK
SELECT SECTOR SPDR TR
+$1.5M
12,372
+161%
增持
VXUS
VANGUARD STAR FDS
+$1.3M
61,175
+56%
增持
USHY
ISHARES TR
+$1.3M
225,679
+19%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.2M
275,470
+10%
减持
ABBV
ABBVIE INC
-$1.2M
12,131
-31%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
24,202
+27%
增持
GOOGL
ALPHABET INC
+$1.2M
36,221
+15%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.2M
51,700
+50%
增持
VV
VANGUARD INDEX FDS
+$1.2M
16,986
+36%
增持
LLY
LILLY ELI & CO
+$1.1M
9,671
+8%
增持
VUG
VANGUARD INDEX FDS
+$1.0M
5,965
+115%
增持
GOOG
ALPHABET INC
+$1.0M
39,869
+7%
增持
HD
HOME DEPOT INC
+$1.0M
8,756
+47%
增持
QQQ
INVESCO QQQ TR
+$999.5K
14,497
+2%
增持
VIGI
VANGUARD WHITEHALL FDS
+$934.2K
85,805
+13%
建仓
IVW
ISHARES TR
+$873.1K
12,250
增持
IVV
ISHARES TR
+$858.3K
12,242
+8%
增持
SCHF
SCHWAB STRATEGIC TR
+$856.8K
217,291
+8%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$850.3K
4,653
+13%
增持
PG
PROCTER AND GAMBLE CO
+$822.5K
24,766
+29%
增持
AVGO
BROADCOM INC
+$760.2K
2,265
+13%
增持
VNQ
VANGUARD INDEX FDS
+$722.7K
25,147
+44%
增持
—
MASONITE INTL CORP
+$718.5K
37,865
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$718.1K
11,993
+5%
减持
HYMB
SPDR SER TR
-$715.2K
76,131
-27%
减持
SCHW
SCHWAB CHARLES CORP
-$709.4K
10,557
-59%
增持
IVE
ISHARES TR
+$696.5K
6,068
+209%
增持
AVDE
AMERICAN CENTY ETF TR
+$618.2K
68,596
+15%
增持
SCMB
SCHWAB STRATEGIC TR
+$617.4K
115,778
+13%
减持
T
AT&T INC
-$612.0K
30,399
-43%
增持
ITOT
ISHARES TR
+$594.7K
28,277
+15%
增持
NFLX
NETFLIX INC
+$593.2K
4,999
+5%
减持
TGT
TARGET CORP
-$569.4K
1,834
-62%
增持
SCHE
SCHWAB STRATEGIC TR
+$566.7K
183,824
+10%
增持
VO
VANGUARD INDEX FDS
+$550.1K
28,588
+1%
增持
MA
MASTERCARD INCORPORATED
+$543.3K
5,970
+16%
建仓
SPDW
SPDR INDEX SHS FDS
+$532.8K
16,016
增持
ORCL
ORACLE CORP
+$507.5K
16,012
+7%
减持
AVUS
AMERICAN CENTY ETF TR
+$503.8K
91,100
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$500.4K
8,062
+54%
增持
EFA
ISHARES TR
+$490.9K
15,659
+69%
建仓
—
LUMINAR TECHNOLOGIES INC
+$476.7K
68,200
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$476.2K
72,033
+15%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$471.2K
1,365
增持
JNJ
JOHNSON & JOHNSON
+$467.2K
24,971
+16%
减持
SUB
ISHARES TR
-$450.8K
34,202
-11%
增持
XLF
SELECT SECTOR SPDR TR
+$447.2K
31,193
+61%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$446.5K
13,857
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$445.1K
4,233
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$440.8K
1,590
-29%
建仓
XLC
SELECT SECTOR SPDR TR
+$439.8K
6,549
增持
IWF
ISHARES TR
+$439.3K
2,831
+93%
增持
AXP
AMERICAN EXPRESS CO
+$432.5K
8,677
+30%
建仓
SCZ
ISHARES TR
+$425.4K
6,982
减持
PYPL
PAYPAL HLDGS INC
-$412.9K
3,068
-64%
建仓
XLI
SELECT SECTOR SPDR TR
+$410.7K
3,781
增持
V
VISA INC
+$409.3K
11,023
+10%
建仓
IWR
ISHARES TR
+$395.5K
5,297
增持
CVS
CVS HEALTH CORP
+$386.7K
12,871
+84%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$374.6K
3,851
+126%
减持
HUM
HUMANA INC
-$370.6K
1,369
-26%
清仓
ETSY
ETSY INC
-$364.0K
0
-100%
建仓
SNAP
SNAP INC
+$361.6K
27,500
增持
LOW
LOWES COS INC
+$359.3K
5,614
+21%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$354.9K
27,110
+6%
增持
WMT
WALMART INC
+$352.8K
13,172
+18%
增持
PEP
PEPSICO INC
+$349.1K
14,222
+12%
建仓
CAG
CONAGRA BRANDS INC
+$346.7K
10,539
建仓
DAL
DELTA AIR LINES INC DEL
+$342.8K
7,374
增持
IJR
ISHARES TR
+$340.8K
20,396
+13%
减持
PFE
PFIZER INC
-$339.0K
23,407
-18%
建仓
PPC
PILGRIMS PRIDE CORP
+$337.1K
13,570
建仓
UBER
UBER TECHNOLOGIES INC
+$337.0K
7,531
清仓
MRNA
MODERNA INC
-$334.2K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$334.2K
2,237
增持
COST
COSTCO WHSL CORP NEW
+$333.9K
2,514
+19%
清仓
BIO
BIO RAD LABS INC
-$332.7K
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$327.5K
4,367
+2%
清仓
SCHB
SCHWAB STRATEGIC TR
-$326.0K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$325.9K
0
-100%
增持
—
EXXON MOBIL CORP
-$316.2K
36,443
+4%
清仓
ILMN
ILLUMINA INC
-$315.4K
0
-100%
增持
INTU
INTUIT
+$311.7K
2,523
+23%
建仓
UAL
UNITED AIRLS HLDGS INC
+$310.2K
5,816
减持
CRM
SALESFORCE INC
+$309.4K
11,333
-5%
增持
GE
GENERAL ELECTRIC CO
+$306.9K
11,710
+12%
增持
VBR
VANGUARD INDEX FDS
+$306.8K
13,877
+7%
增持
MRK
MERCK & CO INC
+$306.2K
27,557
+17%
增持
SPGI
S&P GLOBAL INC
+$305.6K
2,405
+17%
建仓
STZ
CONSTELLATION BRANDS INC
+$303.6K
1,188
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$300.2K
31,168
+24%
清仓
TELFY
TELEFONICA S A
-$299.2K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$298.7K
10,169
+10%
增持
XLV
SELECT SECTOR SPDR TR
+$298.0K
3,944
+138%
增持
PM
PHILIP MORRIS INTL INC
+$296.6K
9,876
+42%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$296.1K
3,254
增持
SO
SOUTHERN CO
+$293.3K
11,562
+57%
增持
IJH
ISHARES TR
+$293.2K
14,054
+0%
增持
HON
HONEYWELL INTL INC
+$289.9K
6,189
+20%
建仓
NVS
NOVARTIS AG
+$286.5K
2,899
增持
MCD
MCDONALDS CORP
+$285.2K
5,271
+18%
清仓
ENPH
ENPHASE ENERGY INC
-$284.7K
0
-100%
建仓
CFR
CULLEN FROST BANKERS INC
+$281.8K
2,597
建仓
CEG
CONSTELLATION ENERGY CORP
+$279.7K
2,945
增持
CMCSA
COMCAST CORP NEW
+$278.7K
25,773
+23%
减持
DIS
DISNEY WALT CO
-$277.6K
6,613
-23%
建仓
FTNT
FORTINET INC
+$270.0K
3,421
建仓
SMIN
ISHARES TR
+$269.1K
4,551
建仓
DFAE
DIMENSIONAL ETF TRUST
+$268.9K
11,075
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$268.3K
28,053
+16%
建仓
GO
GROCERY OUTLET HLDG CORP
+$268.1K
8,164
建仓
MET
METLIFE INC
+$265.1K
4,558
减持
VOE
VANGUARD INDEX FDS
-$264.7K
16,820
-15%
建仓
XEL
XCEL ENERGY INC
+$264.5K
4,116
清仓
—
UNITED STATES STL CORP NEW
-$262.9K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$262.9K
2,076
+14%
清仓
SYY
SYSCO CORP
-$262.7K
0
-100%
清仓
RVTY
PERKINELMER INC
-$261.4K
0
-100%
清仓
—
PARAMOUNT GLOBAL
-$260.8K
0
-100%
建仓
LVS
LAS VEGAS SANDS CORP
+$260.1K
4,268
清仓
—
CATALENT INC
-$258.5K
0
-100%
增持
DHI
D R HORTON INC
+$258.2K
7,061
+3%
建仓
—
AEVA TECHNOLOGIES INC
+$258.0K
200,000
建仓
LPLA
LPL FINL HLDGS INC
+$258.0K
1,170
增持
ABT
ABBOTT LABS
+$257.8K
8,614
+33%
减持
DHR
DANAHER CORPORATION
-$256.3K
1,635
-37%
增持
CI
THE CIGNA GROUP
+$254.5K
2,618
+42%
清仓
VICI
VICI PPTYS INC
-$251.5K
0
-100%
建仓
FHN
FIRST HORIZON CORPORATION
+$251.4K
20,080
